-10.8%
NVTS vs VO
+16.3%
-27.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.9% | +8.1% | +5.4% |
| 7D | -0.3% | +1.0% | -1.3% | -4.0% |
| 30D | -24.4% | +2.6% | -27.0% | -31.6% |
| 3M | -26.5% | -0.3% | -26.2% | -24.2% |
| 6M | -41.4% | +7.6% | -49.0% | -53.8% |
| YTD | +30.7% | +14.7% | +15.9% | -16.1% |
| 1Y | -10.8% | +16.4% | -27.2% | -44.4% |
| All | -10.8% | +16.3% | -27.1% | -44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling